We are live on ! Find out more
WMT icon

Walmart Inc
WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2001
Grimes & Company
Massachusetts
$723K +$145K +2,748 +25%
FA
2002
Fiduciary Alliance
South Carolina
$723K -$6.83K -129 -0.9%
JWA
2003
JFS Wealth Advisors
Pennsylvania
$723K -$25.2K -477 -3%
HGERS
2004
Householder Group Estate & Retirement Specialist
Arizona
$721K -$17.6K -333 -2%
TIA
2005
Traphagen Investment Advisors
New Jersey
$718K -$7.3K -138 -1%
VC
2006
Veracity Capital
Georgia
$717K +$6.51K +123 +0.9%
HI
2007
Hendershot Investments
Virginia
$716K – – –
TSWM
2008
Triangle Securities Wealth Management
North Carolina
$715K -$6.83K -129 -0.9%
SAW
2009
Signal Advisors Wealth
Michigan
$715K +$716K +13,536 New
TWM
2010
Triton Wealth Management
Arizona
$714K +$12.5K +237 +2%
6F
2011
626 Financial
Michigan
$714K -$114K -2,163 -14%
EIG
2012
Ellenbecker Investment Group
Wisconsin
$711K +$9.05K +171 +1%
FNBOH
2013
First National Bank of Hutchinson
Kansas
$710K -$6.67K -126 -0.9%
DAM
2014
Derbend Asset Management
Georgia
$710K +$72.1K +1,362 +11%
PWM
2015
Proathlete Wealth Management
Florida
$707K +$712K +13,452 New
WIM
2016
Waycross Investment Management
Washington
$707K -$3.97K -75 -0.6%
FFA
2017
Florida Financial Advisors
Florida
$705K +$710K +13,410 New
WMP
2018
Wealth Management Partners
Arizona
$703K +$3.02K +57 +0.4%
TC
2019
Trust Company
Kansas
$702K +$170K +3,216 +32%
AR
2020
Apeiron RIA
Texas
$701K +$952 +18 +0.1%
YDMI
2021
Y.D. More Investments
Israel
$700K +$113K +2,130 +19%
TA
2022
TrueWealth Advisors
Alabama
$698K +$110K +2,073 +18%
AAG
2023
Armstrong Advisory Group
Massachusetts
$698K -$28.3K -534 -4%
AC
2024
Allstate Corporation
Illinois
$696K -$137K -2,598 -16%
AWA
2025
Alta Wealth Advisors
Massachusetts
$696K -$165K -3,123 -19%
79 80
81
82 83